# Meta Platforms could be 25% undervalued after Muse AI gains traction

Digest AI · Business & Funding · published 2026-10-13T15:14:00Z

Canonical: https://digestai.news/story/meta-platforms-could-be-25-undervalued-after-muse-ai-gains-traction

## Summary

Meta Platforms' share price has risen 17.66% over 30 days and 17.23% year-to-date, driven by early traction from its Muse Wonder and Muse Wonder Full AI models. The company increased its 2026 capital expenditure guidance to $125 billion to $145 billion, up from $72.2 billion in 2025. Analysts cited in the article suggest a fair value of $1,018.71 per share, implying 25% undervaluation relative to the last close of $762.50. However, the piece notes risks including heavy capex with unproven payback, Reality Labs losses, and shifting privacy rules that could weaken the AI commerce thesis.

## Key points

- Meta's share price rose 17.66% in 30 days and 17.23% year-to-date
- 2026 capex guidance raised to $125B–$145B from $72.2B in 2025
- Fair value estimated at $1,018.71, suggesting 25% undervaluation vs $762.50 close

## Why it matters

The market's reaction to Meta's AI-driven infrastructure spending highlights how AI investments are being weighed against financial returns and risks, influencing investor sentiment toward big tech AI plays.

## Sources

1. [Meta Platforms (META) Could Be 25% Undervalued After Muse AI Gains Traction](https://finance.yahoo.com/markets/stocks/articles/meta-platforms-meta-could-25-221332486.html) (finance.yahoo.com, 2026-10-13)

Part of the developing story: [Meta Muse Wonder AI Launch](https://digestai.news/thread/meta-introduces-muse-wonder-and-muse-wonder-full-models) (2 stories)

## Cite

Digest AI, "Meta Platforms could be 25% undervalued after Muse AI gains traction", 13 October 2026, https://digestai.news/story/meta-platforms-could-be-25-undervalued-after-muse-ai-gains-traction

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